- Citizens (Rochester, NY)
- …between clients, financial advisor (s), and internal departments + Complete new client onboarding and service requests for existing clients + Schedule/confirm ... primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and… more
- Cognizant (Albany, NY)
- …industry team ! As an Engagement Delivery Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within ... a trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with… more
- BlackRock (New York, NY)
- …investment management platform that enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected ... be an integral part of the Americas Business Development Team and assume a client facing position,... demands; effectively manages clients' expectations and delivers value-added service . + **Leader:** Leads to achieve objectives and drive… more
- The Cigna Group (New York, NY)
- …alignment, build trust, and ensure clients receive tailored, strategic solutions. + Client Experience: Oversee client service requests, ensuring seamless ... Executive, you are the face of Cigna to the client . Your focus is on spending time with clients...renewal rate increases in addition to new products and services to expand the relationship. You will be the… more
- Citigroup (New York, NY)
- …design solutions that deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate ... . Communicating client feedback to the Spring by Citi business team to shape product strategy and roadmap **Development Value** (what opportunities to develop… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... goals, and by coordinating with the extended KPB relationship team to execute and advise on the client...client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and… more
- AON (New York, NY)
- … client meetings and conference calls. + Key member of the client facing team , acting as a trusted advisor to the executive level client in broking, ... knowledge of Hull and Liability insurance marketplace, products and services . + Develop productive business relationships with key insurance...+ Key member of the client facing team , acting as a trusted advisor to… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to...+ Assists in development of financial models to forecast team revenue and income. + Assists with preparation of… more
- ADP (NY)
- ADP is hiring a **Sales Representative, Enterprise Accounts, Vertical Team .** + **_Are you ready to control your financial future with unlimited upside earnings ... bring proven expertise and responsiveness to the table every day on a team dedicated to unparalleled partnership and unwavering relationships with our clients and… more
- JPMorgan Chase (New York, NY)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service . * Ability to partner with client 's other advisors ... and their advisors. * Ability to work in a team -based environment. ** Client Relationship Management** * Estate...(attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen … more